Filed October 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,918 | $65,223-43.4% | $80,019-53.9% | $55,725-33.7% |
| Participation rate | 98.4% | 80.6%+17.8pp | 75.8%+22.5pp | 70.9%+27.5pp |
| Annual return | -4.70% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,849 | $2,544-27.3% | $2,468-25.1% | $2,078-11.0% |
| Participant deferral / active EE | $4,005 | $3,881+3.2% | $3,686+8.7% | $3,356+19.3% |
| Admin fee / account holder | $3 | $114-97.5% | $6,521-100.0% | $115-97.5% |